调查显示,随着沙特阿拉伯带动中东原油出口恢复,OPEC上月原油产量上升。
OPEC日均产量增加112万桶,达到2071万桶,其中沙特约占增量的一半。由于美伊冲突继续扰乱波斯湾航运,该组织产量仍较战前水平低约20%。
壳牌首席执行官Wael Sawan本周在伦敦一场会议上表示,中东石油运量已恢复至冲突前水平的约80%。沙特通往红海的输油管道出口已基本恢复。与此同时,沙特还增加了经霍尔木兹海峡的出口,该海峡是战前其主要出口路线。
调查显示,沙特日均产量增加66万桶,达到717万桶,但仍较战前水平低约300万桶。
伊拉克增幅位居第二,日均产量增加35万桶,至375万桶。尼日利亚、伊朗和科威特增幅更小。
不过,在伊朗对油轮的袭击事件增加后,上月的产量恢复能够维持到何种程度尚不清楚。英国海事贸易行动办公室本月迄今已通报霍尔木兹海峡发生10起袭击事件。该海峡是波斯湾通往国际市场的主要出口通道。
产量调查基于船舶追踪数据、官员提供的信息,以及Rapidan Energy Group、FGE NexantECA、Kpler Ltd.和Rystad Energy AS等咨询机构的估算。
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